Savvy surpasses $1.5 billion in AUM as its tech-forward approach to wealth management continues to resonate with top advisors
Brian McDonald Joins TIFIN as Executive in Residence
March 11, 20254 min
TIFIN, the AI platform for asset, wealth and insurance announces that Brian McDonald has joined TIFIN as an executive in residence. As an executive in residence Brian will provide guidance to some of the TIFIN products and also explore new opportunities in partnership with TIFIN Studios. He will join the boards of TIFIN @Work and TIFIN Give. TIFIN @ Work is the first workplace platform that is designed to drive advisor growth and TIFIN Give is a modern philanthropy platform to power giving for...
Alpha Capital Family Office Launches intelliflo redblack to Fuel Momentum
February 14, 20254 min
RIA quickly, efficiently implements intelliflo’s award-winning rebalancing and trading platform
Why Fintech and Retail Should Trade Best Practice Playbooks for Success
January 15, 202511 min
Unlock growth by trading best practices between fintech and retail, driving innovation and customer satisfaction.
intelliflo redblack delivers 110+ customer-driven product enhancements
December 17, 202425 min
intelliflo, the global cloud-based technology solution for financial advisors, today announced that it has delivered more than 110 enhancements in the past year to intelliflo redblack, the company’s award-winning rebalancing and trading solution. Approximately 75% of these enhancements stemmed directly from customer feedback, highlighting intelliflo’s commitment to shaping its technology in line with the needs of financial advisors. These enhancements have resulted in notable efficiency gains for advisors across the country, allowing them to spend...
Finanta Announced Partnership With IBC Bank
November 6, 20247 min
IBC Bank, one of the leading financial institutions in the US, is delighted to announce a strategic partnership with Finanta, a pioneer in financial technology solutions, aimed at revolutionizing its commercial loan originations, collateral management, portfolio management, and all lines of business in commercial lending operations. This collaboration marks a significant step in IBC’s ongoing commitment to enhance its digital banking services and deliver cutting-edge solutions to its customers. By integrating Finanta’s advanced commercial lending...
The Triple Reward of M&As: Harmonizing People, Processes, and Platforms
October 23, 202412 min
Harmonizing people, processes, and platforms in M&As strengthens financial advisory firms for streamlined growth and enhanced client experience
FÉRIQUE Announced Partnership with Conquest Planning
October 14, 20245 min
Conquest’s intuitive technology will enable financial professionals in FÉRIQUE’s team to offer more individualized and effective financial guidance
Altruist Taps Veteran Legal Strategist Piret Loone as General Counsel
August 30, 20243 min
Top Financial Services Attorney to Lead Legal and Compliance Functions
Four trends for financial advisors to watch
June 5, 202411 min
Find how advisors are leveraging modern technologies, data insights, and strategic outsourcing to navigate economic pressures.